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QuickBooks Online Advanced: 7 Apps to Better Manage your Nonprofit with QBO!

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Looking for apps to overall manage your Nonprofit with QuickBooks Online Advanced? Here are some useful apps that can integrate with QBO easily. Dig deeper now!

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QuickBooks Online Advanced: 7 Apps to Better Manage your Nonprofit with QBO!

  1. 1. QuickBooks Online Advanced: COGNEESOL 7 Apps to Better Manage your Nonprofit with QBO!
  2. 2. Nonprofit organizations have a lot to manage when it comes to serving the society proficiently and with full zeal. To add to the complexity is the burden of managing the accounting chores concerning donations, bookkeeping, and more. Let us know how using QuickBooks Accounting can help the with the same. Introduction
  3. 3. 1. Bookkeeping QBO helps manage expenses of various funding programs. 2. Tracks Donations/Grants QBO tracks donations/grants during fundraising and also syncs them with popular fundraising platforms automatically.
  4. 4. 3. Accurate Reporting It helps prepare financial reports easily and share them with funders, boards, the general public, & the staff. 4. Tools Integration It helps integrate with tools that are equally important for NPOs apart from accounting.
  5. 5. 5. Cloud-Based This makes an NPO decentralized, enabling its workforce to access data from anywhere. 6. Automation With QBO, monotonous accounting processes get automated, saving time & effort at large.
  6. 6. 7 Apps to Better Manage your Nonprofit with QuickBooks Online Advanced:
  7. 7. 1. Method CRM Converting leads & creating estimates easily Integration of QBO and Method CRM helps an NPO with: Understanding customers & their liking Streamlining operational workflows Having a centralized information platform
  8. 8. An overall view of potential opportunities & activities Key Features of Method CRM: Options for self-service to empower donors A no-code platform having multiple tools of customer management Templates of custom transaction
  9. 9. 2. TSheets Accessing precise donation information Integration of QBO and Tsheets helps an NPO with: Gaining valuable insights by tracking time against fundraising campaigns & activities Monitoring real-time volunteer activity Tracking activities & volunteer hours using a computer, Smartphone, or time clock kiosk
  10. 10. Time tracking of volunteers Key Features of TSheets: Tracking of donor contribution & reporting Scheduling of campaign tasks
  11. 11. 3. NeonCRM Accessing constituent contacts Integration of QBO and NeonCRM helps an NPO with: Entering donations Reviewing store purchases, activities, events, & membership from the mobile device
  12. 12. Accounts & Relationship Tracking Key Features of NeonCRM: Volunteer Management Automated Receipting Reports & Analytics Credit Card & Check Processing
  13. 13. 4. Kindful Saving data entry time Integration of QBO and Kindful helps an NPO with: Tracking & reporting the performance of a campaign performance Connecting with donors & meeting their expectations Setting up online campaigns for fundraising & sharing them on social media platforms
  14. 14. Dashboard for Donor Lifecycle with the donor, contact activity, and latest transaction Customizable donor management to track prospecting, wealth screening, & activities Tools for peer-to-peer fundraising & online crowdfunding Key Features of Kindful: E-mail tools for donor communication
  15. 15. 5. DonorPath Identifying new opportunities Integration of QBO and DonorPath helps an NPO with: Seeing donor wealth scores Automating reports
  16. 16. Analytics to know fundraising health Key Features of DonorPath: Expert ongoing help & support Automated reports for staff & board Lists of donor and prospect with wealth scores
  17. 17. 6. Method Donor Scheduling follow-ups and tracking donations Integration of QBO and Method Donor helps an NPO with: Ensuring alignment of every fundraising activity with your nonprofit’s goals Receiving charitable donations online
  18. 18. Automated workflows for reducing manual tasks Key Features of Method Donor: Campaign tracking & customizable activity In-depth reporting Updating donors about campaigns of fundraising quickly
  19. 19. 7. Donor Receipts Creating receipts in merely three clicks Integration of QBO and Donor Receipts helps an NPO with: Ensuring receipts are CRA & IRS tax compliant Receiving & sharing receipts by e-mail Customizing receipt templates to meet tax reporting needs
  20. 20. Customizable receipts of donation Key Features of Donor Receipts: Invoice importing & journal entries Downloadable & printable receipts Branded templates for adding nonprofit’s signatures & logo
  21. 21. Irrespective of the size of your nonprofit, these apps can easily integrate with QuickBooks Online Advanced, and provide you with unmatched benefits.
  22. 22. you with the same. It has more than 12 years of experience in providing accurate and quality accounting support to Nonprofits and businesses worldwide. However, if you lack time, skill, or expertise in using QBO, Cogneesol’s professional QuickBooks Accounting Services can help
  23. 23. Contact us Address 30 Wall Street, 8th Floor, New York, NY 10005-2205 Email Address info@cogneesol.com Phone Number +1 646-688-2821 www.cogneesol.comWebsite

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